Civic Intelligence

Ua Local No 355

990 • Fiscal year 2016 • EIN 94-3254224

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 27, 2017

Organization ProfileN/A

View Organization Page

221 Main Street No 250San Francisco, CA 94105

(415) 546-7800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.45x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

0.55x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

24th percentile

-6.1%

Higher net margin than 24% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

51st percentile

$1

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Asset Growth

30th percentile

-2.6%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

19%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$4,252,666

Down $113,353 (-2.6%) from 2015

Net Assets

Down

$2,345,336

Down $279,486 (-11%) from 2015

Liabilities

Up

$1,907,330

Up $166,133 (+9.5%) from 2015

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin24th percentile

Revenue

Up

$3,440,369

Up $551,627 (+19%) from 2015

Expenses

Up

$3,648,873

Up $181,807 (+5.2%) from 2015

Net Income

Up

-$208,504

Up $369,820 (+64%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $5,283,497Liabilities 2011: $933,059Net Assets 2011: $4,350,4382011Assets 2012: $4,799,250Liabilities 2012: $951,997Net Assets 2012: $3,847,2532012Assets 2013: $4,688,261Liabilities 2013: $1,197,174Net Assets 2013: $3,491,0872013Assets 2014: $4,685,522Liabilities 2014: $1,391,196Net Assets 2014: $3,294,3262014Assets 2015: $4,366,019Liabilities 2015: $1,741,197Net Assets 2015: $2,624,8222015Assets 2016: $4,252,666Liabilities 2016: $1,907,330Net Assets 2016: $2,345,3362016Assets 2017: $5,815,141Liabilities 2017: $2,468,365Net Assets 2017: $3,346,7762017Assets 2018: $6,640,295Liabilities 2018: $1,548,754Net Assets 2018: $5,091,5412018Assets 2019: $7,591,389Liabilities 2019: $1,550,996Net Assets 2019: $6,040,3932019Assets 2020: $8,269,839Liabilities 2020: $1,244,707Net Assets 2020: $7,025,1322020Assets 2021: $9,501,059Liabilities 2021: $1,013,815Net Assets 2021: $8,487,2442021Assets 2022: $9,118,064Liabilities 2022: $998,960Net Assets 2022: $8,119,1042022Assets 2023: $9,538,453Liabilities 2023: $942,736Net Assets 2023: $8,595,7172023Assets 2024: $10,224,523Liabilities 2024: $1,012,014Net Assets 2024: $9,212,5092024

Highlighted filing

2016

Assets$4,252,666
Liabilities$1,907,330
Net Assets$2,345,336
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,135,756Expenses 2011: $2,743,603Net Income 2011: -$607,8472011Revenue 2012: $1,907,451Expenses 2012: $2,410,636Net Income 2012: -$503,1852012Revenue 2013: $2,480,207Expenses 2013: $2,836,373Net Income 2013: -$356,1662013Revenue 2014: $2,612,353Expenses 2014: $2,883,492Net Income 2014: -$271,1392014Revenue 2015: $2,888,742Expenses 2015: $3,467,066Net Income 2015: -$578,3242015Revenue 2016: $3,440,369Expenses 2016: $3,648,873Net Income 2016: -$208,5042016Revenue 2017: $5,001,403Expenses 2017: $4,142,422Net Income 2017: $858,9812017Revenue 2018: $4,427,444Expenses 2018: $2,727,274Net Income 2018: $1,700,1702018Revenue 2019: $3,966,810Expenses 2019: $3,129,609Net Income 2019: $837,2012019Revenue 2020: $3,762,786Expenses 2020: $2,698,968Net Income 2020: $1,063,8182020Revenue 2021: $3,719,269Expenses 2021: $2,552,968Net Income 2021: $1,166,3012021Revenue 2022: $3,083,244Expenses 2022: $2,375,201Net Income 2022: $708,0432022Revenue 2023: $2,456,412Expenses 2023: $2,148,136Net Income 2023: $308,2762023Revenue 2024: $2,542,704Expenses 2024: $2,312,943Net Income 2024: $229,7612024

Highlighted filing

2016

Revenue$3,440,369
Expenses$3,648,873
Net Income-$208,504
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 27, 2017
Return Version
2015v3.0
Gross Receipts
$5,565,021
Mission and Program Overview

Mission

Provide health and welfare benefits to eligibleparticipants.

To provide health and welfare benefits to eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,566,085$2,697,348▼ $868,737
Rtn Earn Endowment Incm Other Fnds$2,624,822$2,345,336▼ $279,486
Cash and Non-Interest-Bearing Accounts$397,897$909,761▲ $511,864
Accounts Receivable$291,455$542,043▲ $250,588
Savings and Temporary Cash Investments$102,299$102,401▲ $102
Prepaid Expenses and Deferred Charges$8,283$1,113▼ $7,170
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,366,019$4,252,666▼ $113,353
Liabilities
Other Liabilities$1,719,612$1,884,320▲ $164,708
Accounts Payable and Accrued Expenses$21,585$23,010▲ $1,425
Total Liabilities$1,741,197$1,907,330▲ $166,133
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,624,822$2,345,336▼ $279,486
Total Liabilities and Net Assets / Fund Balance$4,366,019$4,252,666▼ $113,353
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organizations$1$1

Board Members and Trustees

NameTitle
Gary AndrewsTrustee
Linda RossmanTrustee
Miguel IniguezTrustee
Tony CarylTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American SolutionsAdministrator221 MAIN STREET SUITE 250, San Francisco, CA 94105$168,310
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,387,944
Investment Income
$52,425
Other Revenue
$0
Change in Net Assets
$-208,504

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,428,980
Revenue Not Reported on Financial Statements
$11,389
Revenue Not Reported on Form 990
$-70,982
Total Revenue per Audited Statements
$3,357,998
Total Revenue per Form 990
$3,440,369
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$468,922
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,179,951
Fees for Services Management---$228,520
Fees for Services Legal---$59,040
Fees for Services Other---$51,933
Office Expenses---$39,580
Fees for Services Accounting---$31,279
Conferences and Meetings---$21,621
Fees for Service Investment Mgmnt Fees---$11,389
Insurance---$11,367
Other Expenses---$8,142
Information Technology---$6,051
Total Functional Expenses$0$0$0$3,648,873

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,648,873
Expenses per Audited Statements$3,514,223
Total Expenses per Audited Statements$3,514,223
Expenses Not Reported on Financial Statements$134,650
Other Expense Adjustments$123,261
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accumulated Eligibility Credits$1,364,005
Due to Related Funds$267,715
Claims Payable and Ibnr$252,600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The trust contracted with zenith american solutions, inc. To provide administrative services to the plan.”

Form 990, Part VI, Section A, Line 8B

“There are no committees that have authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“A copy of the form 990 was provided to the board of trustees for review before it was filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public, upon request.”

Form 990, Part VII, Section A, Line 1A

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the internal revenue service by the related tax-exempt organization. If you would like additional information, please contact the third party administrator, zenith american solutions, inc.”

Filing and Contact Details

Filer

Filer Name
Ua Local No 355
EIN
94-3254224
Phone
4155467800
Address
221 MAIN STREET NO 250, SAN FRANCISCO, CA 94105

Signing Officer

Name
Miguel Iniguez
Title
Trustee
Phone
4155467800
Signed
2017-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Miguel Iniguez
Formed
1993
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Debbie Roessl Dimery
Phone
9252779100
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“The board of trustees assumes responsibility for oversight of the audited financial statements and selection of an independent accountant. This process has not changed.”

Form 990, Part V, Line 1A

“The third-party administrator files one 1099 on behalf of all the plans they administer for the various independent contractors. Therefore, this question has been answered zero for this organization.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate the tax positions taken by the plan and to recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan's administrator has analyzed the tax positions and has concluded that, as of june 30, 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan's administrator believes it is no longer subject to income tax examinations for the fiscal years prior to 2013.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML Appendix398 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AuditCommitteeInd01
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IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
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IRS990/ChangeToOrgDocumentsInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAID BY RELATED ORGANIZATIONS
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IRS990/FSAuditedInd01
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO RELATED FUNDS
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt011389
IRS990ScheduleD/RevenueSubtotalAmt03428980
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS AND HAS CONCLUDED THAT, AS OF JUNE 30, 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03648873
IRS990ScheduleD/TotalLiabilityAmt01884320
IRS990ScheduleD/TotalRevenuePerForm990Amt03440369
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03357998
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03514223
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST CONTRACTED WITH ZENITH AMERICAN SOLUTIONS, INC. TO PROVIDE ADMINISTRATIVE SERVICES TO THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE THIRD-PARTY ADMINISTRATOR FILES ONE 1099 ON BEHALF OF ALL THE PLANS THEY ADMINISTER FOR THE VARIOUS INDEPENDENT CONTRACTORS. THEREFORE, THIS QUESTION HAS BEEN ANSWERED ZERO FOR THIS ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS, INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART V, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, SECTION A, LINE 1A
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0686095525
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1943201019
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PROVIDE JOBS FOR THEIR MEMBERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1FOSTER RELATIONS BETWEEN LABOR AND MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0UA LOCAL NO355 HIRING HALL ADMINISTRATION TRUST FUND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1UA LOCAL 355 JOINT-LABOR MGMT COOPERTION CTTEE TRUST FUND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt013 TENNESSEE STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt113 TENNESSEE STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0VALLEJO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1VALLEJO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd094590
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd194590
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NO CALIFORNIANO NEVADA LANDSCAPE & UNDERGROUND UTILITY JATC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOCAL UNION 355 UA PLUMBING & PIPEFITTING IND OF THE US & CANADA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0686091014
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1680189344
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATING AND TRAINING JOURNEYMEN AND APPRENTICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PLAN SPONSOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt013 TENNESSEE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt113 TENNESSEE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0VALLEJO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1VALLEJO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094590
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd194590
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JUNE 30, 2016, THERE ARE APPROXIMATELY 50 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. AQUATECH SOLUTIONS AMERICA ASSOCIATED CONSTRUCTORS, INC. AZTEC SOLAR, INC. BAUMAN LANDSCAPE BEEBE DIVERSIFIED LP BORTOLUSSI & WATKIN CALIFORNIA WATERSCAPE CLYDE COLLISHAW SPRINKLERS,INC COHEN LANDSCAPE SERVICES, INC DAK LANDSCAPE CONSTRUCTION DECKER LANDSCAPING INC ECOLOGICAL CONCERNS, INC. GREEN GROWTH INDUSTRIES EMPIRE LANDSCAPING, INC. FREEDLUN HYDROSEEDING INC HERZER LANDSCAPING, INC. JJ NGUYEN, INC MORI HATSUSHI ASSOC JENSEN CORPORATION KCI ENVIRONMENTAL, INC. LANDSCAPE CONTRACTORS COUNCIL LANDSCAPE VISIONS, INC LAWLER & STANZ, INC LEFEVRE WELDING INC. LEO MANIGLIA ENTERPRISES INC LOCAL 393 MARINA LANDSCAPE INC MARINA LANDSCAPE INC-RESIDENTL MCGUIRE AND HESTER GSL CONSTRUCTION OUTSIDE THE LINES. INC PACIFIC WATER ART, INC PLAYGROUNDS UNLIMITED (M.A.K.) RMT LANDSCAPE CONTRACTORS, INC SHOOTER & BUTTS, INC SHOWTIME CONSTRUCTION SOLANO CONSTRUCTION CO, INC SUNRISE LANDSCAPE TAKEHARA LANDSCAPE, INC TAKEHARA LANDSCAPE/MAINTENANCE TEAM-EES, INC. TRUXELL & VALENTINO LANDSCAPE TRUXELL & VALENTINO UNDERGROUND UTILITY/LANDSCAPE WABO LANDSCAPE & CONSTRUCTION WATERWORKS INDUSTRIES, INC WATERWORKS INDUSTRIES,INC S/A WEST VALLEY CONSTRUCTION CO WESTERN WATER FEATURES, INC WHO BUILT CREATIVE BUILDER INC
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R - IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04366019
IRS990/TotalAssetsEOYAmt04252666
IRS990/TotalAssetsGrp/BOYAmt04366019
IRS990/TotalAssetsGrp/EOYAmt04252666
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03648873
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01741197
IRS990/TotalLiabilitiesEOYAmt01907330
IRS990/TotalLiabilitiesGrp/BOYAmt01741197
IRS990/TotalLiabilitiesGrp/EOYAmt01907330
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02624822
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02345336
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03387944
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt052425
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03387944
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03440369
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04366019
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04252666
IRS990/TotReportableCompRltdOrgAmt01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0221 MAIN STREET NO 250
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094105
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIGUEL INIGUEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04155467800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UA LOCAL NO 355
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0UALO
ReturnHeader/Filer/EIN0943254224
ReturnHeader/Filer/PhoneNum04155467800
ReturnHeader/Filer/USAddress/AddressLine1Txt0221 MAIN STREET NO 250
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBBIE ROESSL DIMERY
ReturnHeader/ReturnTs02017-02-27T12:37:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,252,666
Liabilities
$1,907,330
Net assets
$2,345,336
Revenue
$3,440,369
Expenses
$3,648,873
Net income
-$208,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.2$1.01$9.21$2.54$2.31$0.23
2023Detailed filing. Detailed filing data is available for this year.$9.54$0.94$8.60$2.46$2.15$0.31
2022Detailed filing. Detailed filing data is available for this year.$9.12$1.00$8.12$3.08$2.38$0.71
2021Detailed filing. Detailed filing data is available for this year.$9.50$1.01$8.49$3.72$2.55$1.17
2020Detailed filing. Detailed filing data is available for this year.$8.27$1.24$7.03$3.76$2.70$1.06
2019Detailed filing. Detailed filing data is available for this year.$7.59$1.55$6.04$3.97$3.13$0.84
2018Detailed filing. Detailed filing data is available for this year.$6.64$1.55$5.09$4.43$2.73$1.70
2017Detailed filing. Detailed filing data is available for this year.$5.82$2.47$3.35$5.00$4.14$0.86
2016Detailed filing. Detailed filing data is available for this year.$4.25$1.91$2.35$3.44$3.65$0.21
2015Detailed filing. Detailed filing data is available for this year.$4.37$1.74$2.62$2.89$3.47$0.58
2014Summary only. Only limited summary data is available for this year.$4.69$1.39$3.29$2.61$2.88$0.27
2013Summary only. Only limited summary data is available for this year.$4.69$1.20$3.49$2.48$2.84$0.36
2012Summary only. Only limited summary data is available for this year.$4.80$0.95$3.85$1.91$2.41$0.50
2011Summary only. Only limited summary data is available for this year.$5.28$0.93$4.35$2.14$2.74$0.61